Thomas Comer is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its prior iteration as Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Eugene Etzel III is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Chelsea Financial Services, ULLR Holdings, and Scottrade, Inc. Outside of his advisory work, he is a partner at Saga Consulting LLC, assisting with administrative and regulatory filings. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, often employing algorithmic methods and AI-driven tools in its investment process.

Raymond Caggiano III is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Massachusetts Mutual, Santander Securities, Santander Bank, and Sorrento Pacific Financial. He is also the managing partner of UCPC Family Partnership, a family partnership that owns commercial property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies designed by internal and third-party managers.

William Meltzer is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 35 years of industry experience. His prior work includes positions at J.P. Morgan Securities, Gladstone Institutional Advisory LLC, and Private Portfolio Partners, LLC. Meltzer Financial LLC is a business entity he manages for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management, model portfolios, and various investment strategies supported by LPL Research and third-party subadvisors.

John Petit is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He previously worked at The Investment Center, Inc. for 26 years and has been with Ic Advisory Services, Inc. for 20 years. In addition to his advisory work, he operates a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Aryeh Teren is a financial advisor with Mass Mutual Investors Services in Lakewood, NJ, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2017. Outside of advising, he owns Teren Financial LLC, focusing on insurance and securities sales and servicing. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of asset management and educational programs.

Robert Drexel is a financial advisor at Fisher Investments with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies, New York Life Insurance Company, and Persevere Wealth Strategies LLC. Drexel is also actively involved in insurance brokering for non-registered products on a limited basis. Fisher Investments serves a global client base comprising institutional and private investors, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with tax-aware and risk management strategies.

Karen Warde is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jenna Kobular is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and seven years of industry experience. Her career includes roles at Wells Fargo Clearing and Securities America Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions through a broad menu of planning options and integrated financial product offerings.

Jacob Rosenberg is a financial advisor with LPL Financial, holding the PFS™ and Series 66 designations and bringing 26 years of industry experience. He has worked at Cetera and Milvado Wealth Advisors and maintains a role at Bernath & Rosenberg, P.C., a tax preparation and accounting firm he has been involved with for over 40 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary portfolio management supported by extensive research and technology.

Gil Hazan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013. Prior to that, he was involved with GHG Suppliers LLC from 2019 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Felicia Malc is a financial advisor at Equitable Advisors with 16 years of industry experience. She holds the Series 66 designation and has been with Equitable Advisors since 2009, previously working with Axa Advisors, LLC. Malc is also involved in other insurance-related business activities with Guardian and Mass Mutual. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid model that combines advisory and brokerage/insurance channels.

Matthew Fletcher is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and having four years of industry experience. Prior to joining Mass Mutual in 2021, he worked at MAG Aerospace and AASKI Technology. Outside of his advisory role, he umpires travel baseball games in New Jersey. MassMutual Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars through structured, collaborative engagements.

Jeffrey Trause is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services to accommodate diverse client needs.

Irene Mueller is a financial advisor with Morgan Stanley in Toms River, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Scott Mondry is a financial advisor with Edward Jones in Toms River, NJ, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and maintains additional capabilities such as a trust company and securities-based lending.

Joel Boulanger is a Series 66-licensed financial advisor with Wells Fargo Clearing, bringing two years of industry experience. Prior to his current role, he has worked in various positions including at Founders Group International and several golf clubs. Outside of his advisory work, he serves as a PGA golf instructor at Manasquan River Golf Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Wray is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Frederick Cordisco is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and over 31 years of industry experience. He previously worked at UBS Financial Services for 11 years and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2023 and 2024, respectively. Outside of his advisory work, he serves as a board member at Grace and Peace Church and volunteers counseling men in recovery at America’s Keswick Colony of Mercy. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Paul Dinunzi is a financial advisor with Wells Fargo Clearing in Toms River, NJ, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.